Your Gateway to Financial Excellence

Privacy Policy

We take seriously to protect our clients' personal information. We are committed to maintaining the confidentiality and security of our existing, prospective and former clients' personal information. We have developed policies to protect this confidentiality while serving our clients' needs.

We may obtain confidential personal information about you when providing you with investment management service. This information may come from sources such as account applications and other forms, from other written, electronic or verbal correspondence, and from your account custodian.

We do not disclose any personal or account information provided by you or gathered by us to third parties except as required by law to cooperate with regulators or law enforcement authorities.

Legal Disclaimer

This website is for informational purposes only and is not intended to be a solicitation, offering or recommendation of any security, investment management service or advisory service. This website does not intend to provide investment, tax, or legal advice. Golden State Advisors LLC does not represent that the service discussed in this website is suitable for all investors. Investments are not FDIC Insured, not bank guaranteed, and may lose value. Past performance is not a guarantee of future results.

The information on this website is not intended for use by any person or entity outside the state of California. The reliability and accuracy of the material on this site cannot be assured. Use of this website is at your own risk.